The firm provides consulting and implementation services to sophisticated private and corporate clients. We are not subject to the conflicts of interest nor to the structural constraints often present within larger institutional environments. We focus on the long-term vision and building relationships.V I E W M O R E
ChFC® (Chartered Financial Consultant)
AEP® (Accredited Estate Planner)
Mr. Mickelson is President of Mickelson Capital Consulting with offices located in Oceanside and Los Angeles
David’s expertise includes: business planning for maximizing after tax income, transition planning and executive compensation planning. He assists business owners and wealthy families with estate planning, building capital and preserving wealth by identifying a wide range of possibilities. David is skilled at clearly articulating these opportunities describing their benefits and their costs. David then assist clients in formulating and implementing the plans that will deliver the optimum results.
David is a licensed life insurance professional (CA Insurance License #0809803). He is an Accredited Estate Planner (AEP) and has been awarded the Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania.
David enjoys a successful 25 + year career assisting individuals, families and organizations to protect assets, accumulate wealth and reduce taxes. David lectures on various alternative asset, wealth accumulation, estate planning, insurance and financial strategy topics. He actively consults with business owners, investors, family offices, financial advisors, lawyers and CPAs to coordinate all planning projects.
After his undergraduate education at California State University Northridge, David completed courses in Finance, Accounting and Computer Science. David makes his home in Oceanside and is an avid outdoorsman.
Prior to entering financial services in 1990, David’s career included a design studio business, real estate and mortgage brokerage, ownership of a retail hardware store, an import/export company, and overseeing the management and subsequent sale of a closely held family manufacturing and distribution business.
Managing Visionary Partner of RBZ, LLP
Co-Partner In-Charge, RBZ Real Estate Services Group
Harvey is a co-founding Partner of RBZ, LLP and has more than 40 years of public accounting experience. Mr. Bookstein serves clients including: land entitlers, land developers, builders, property managers, investors, commercial and residential building owners, architectural firms, general contractors, and construction companies.
Harvey works with high-net-worth individuals and their families, family or other closely-held businesses, and specializes in estate planning, charitable giving, and dealing with financial issues relating to children, divorce and the development of strategies to pass family businesses and wealth from one generation to the next. Mr. Bookstein is highly experienced with entity selection and structuring, negotiating and structuring acquisitions and dispositions, pre-acquisition due diligence, property repositioning strategies, succession planning, and tax-free exchanges.
Mickelson Capital Consulting
301 Mission Ave Suite 209
Oceanside, CA 92054
Los Angeles Location:
11766 Wilshire Blvd. 9th Floor
Los Angeles, CA 90025
Main: (760) 804-8050
Fax: (760) 757-8051